|
676
|
Umpqua Bank
Lake Oswego,
Oregon
|
$485K
|
–
|
–
|
–
|
|
|
677
|
|
$479K
|
-$44.1K
|
-300
|
-9%
|
|
|
678
|
Samalin Investment Counsel
Chappaqua,
New York
|
$475K
|
+$2.06K
|
+14
|
+0.4%
|
|
|
679
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$475K
|
–
|
–
|
–
|
|
|
680
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$469K
|
–
|
–
|
–
|
|
|
681
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$466K
|
+$452K
|
+3,073
|
New
|
|
|
682
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$465K
|
–
|
–
|
–
|
|
|
683
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$465K
|
-$115K
|
-785
|
-20%
|
|
|
684
|
Latitude Advisors
Vero Beach,
Florida
|
$463K
|
+$62.4K
|
+424
|
+16%
|
|
|
685
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$461K
|
–
|
–
|
–
|
|
|
686
|
Coldstream Capital Management
Bellevue,
Washington
|
$461K
|
-$51.2K
|
-348
|
-10%
|
|
|
687
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$460K
|
–
|
–
|
–
|
|
|
688
|
Old Mission Capital
Chicago,
Illinois
|
$460K
|
+$446K
|
+3,032
|
New
|
|
|
689
|
CVA Family Office
Denver,
Colorado
|
$459K
|
–
|
–
|
–
|
|
|
690
|
Private Client Services
Louisville,
Kentucky
|
$458K
|
+$445K
|
+3,023
|
New
|
|
|
691
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$457K
|
+$22.4K
|
+152
|
+5%
|
|
|
692
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$455K
|
–
|
–
|
–
|
|
|
693
|
Manchester Capital Management
Manchester,
Vermont
|
$455K
|
–
|
–
|
–
|
|
|
694
|
Salomon & Ludwin
Richmond,
Virginia
|
$455K
|
-$588
|
-4
|
-0.1%
|
|
|
695
|
TD Private Client Wealth
New York
|
$454K
|
+$27.1K
|
+184
|
+7%
|
|
|
696
|
Arete Wealth Advisors
Chicago,
Illinois
|
$453K
|
-$208K
|
-1,412
|
-32%
|
|
|
697
|
Penobscot Wealth Management
Portland,
Maine
|
$451K
|
+$441
|
+3
|
+0.1%
|
|
|
698
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$446K
|
+$195K
|
+1,325
|
+84%
|
|
|
699
|
Next Level Private
Harrison,
New York
|
$446K
|
+$294
|
+2
|
+0.1%
|
|
|
700
|
Axxcess Wealth Management
Carlsbad,
California
|
$444K
|
-$154K
|
-1,045
|
-26%
|
|
